Special Needs Planning Seminar for Families

SAVE THE Date: Saturday, June 14, 2025
⏰ Time: 9:30 AM – 2:30 PM

The Heartfelt Legacy Foundation invites local families to our 2025 symposium, where we will explore key topics in special needs planning, including:

For June 13th-and 14th, the topics will be the same in each day. Presenters will adjust the content of the presentation for both audiences, but the topics will be the same.

• Topic: Fundamentals of Public Benefits for Persons with Disabilities

• Topic: Real-World Applications: Studies in Special Needs Planning

• Topic: Smart Strategies For Long-Term Wealth Growth & The Secure Act 2.0

• Topic: “What Happens When...?” A Practical Workshop on Real-Life Special Needs Planning